Atlas Advisor
LLM investment advisor. Atlas Wealth, 2025.
Retrieval-augmented advisor over 4,000+ financial documents: fund prospectuses, regulatory filings, internal allocation memos. Produces personalised client plans with citation-traceable recommendations, used daily by all six advisors at Atlas Wealth.
pgvector retrieval with re-ranking, hallucination guardrails, and a continuous evaluation harness with golden datasets and regression tests, used to promote 20+ model versions to production without quality regressions.
Served via FastAPI on AWS Bedrock and Lambda. Cut financial plan generation from four hours to under ten minutes.
generation
promoted
indexed
